Traphagen Investment Advisors 13F: Exits IJR Stake

Traphagen Investment Advisors has completely closed its position in iShares Core S&P Small-Cap ETF (NYSEArca:IJR), parting ways with its entire stake in the exchange-traded fund. The portfolio shift came to light through a regulatory filing submitted to the SEC on October 14, 2026.

Inside Traphagen Investment Advisors's IJR Trade

According to the Form 13F filing, Traphagen Investment Advisors sold out of its remaining 1,436 shares during the period. Because the fund held 1,436 shares prior to the trade, the complete exit reduced its stake to zero shares. Since 13F filings are backward-looking documents that capture portfolio snapshots at the close of a reporting quarter, this report reflects past activity and might not show where the fund stands today.

iShares Core S&P Small-Cap ETF Stock Down 1.2%

iShares Core S&P Small-Cap ETF shares recently traded around $135.60 as of October 16, 2026. The exchange-traded fund has moved between a 52-week low of $112.00 and a 52-week high of $150.69 over the past year. The fund's price sits below its 50-day moving average of $142.44 and below its 200-day moving average of $136.37. The fund carries a price-to-earnings ratio of 17.15 and offers a dividend yield of 1.26%.

About iShares Core S&P Small-Cap ETF

iShares Core S&P Small-Cap ETF is an investment fund designed to track the performance of the S&P SmallCap 600 index. That index focuses on smaller U.S. companies across a diverse mix of industries. Monitoring small-cap funds like IJR gives market watchers insight into how smaller domestic businesses perform relative to large-cap equities.

Bottom Line

Investors tracking Traphagen Investment Advisors will need to review future regulatory disclosures to see if the firm decides to re-establish a stake in small-cap equities. Keep in mind that 13F filings only reveal historical positioning and do not guarantee the firm's current portfolio strategy.